Mary brings extensive experience in investment management and client advisory to Bailard. In 2025, Mary joined Bailard alongside longtime colleague Nic Risser following 19 years leading Bersot Capital Management, the boutique wealth management firm she founded.

Earlier in her career, Mary served as Co-Chief Investment Officer of the Large Cap Investment Team at RCM, where she was responsible for more than $24 billion in assets. Prior to that, she managed equities for Taft-Hartley plans at McMorgan & Company and worked with private clients and family trusts at both Wells Fargo and Citibank.

Mary is a longtime member of the CFA Society of San Francisco and earned the CFA designation early in her career. From 2016 through 2025, she served on the PCAOB Investor Advisory Group and as a board member and Treasurer of the Tiburon Chamber of Commerce from 2019 through 2025. She is also a founding board member and Treasurer of MedCycle Network, a nonprofit focused on repurposing medical supplies for California safety-net clinics, and serves on the finance committee for Camp Tawonga.

Mary enjoys spending time with her family and lives in Tiburon.